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UM

UniSuper Management Portfolio holdings

AUM $15.3B
1-Year Est. Return 29.4%
This Fund
S&P 500
This Quarter Est. Return
+9.48%
1 Year Est. Return
+29.4%
3 Year Est. Return
+87.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$16.3B
AUM Growth
+$1.41B
Cap. Flow
+$274M
Cap. Flow %
1.68%
Top 10 Hldgs %
42.18%
Holding
692
New
7
Increased
435
Reduced
98
Closed
16

Top Buys

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$34.9M
2
AMZN icon
Amazon
AMZN
+$28.6M
3
CSCO icon
Cisco
CSCO
+$25.2M
4
NEM icon
Newmont
NEM
+$24.5M
5
APP icon
Applovin
APP
+$21.5M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$57.7M
2
WFC icon
Wells Fargo
WFC
+$34.9M
3
ISRG icon
Intuitive Surgical
ISRG
+$24.6M
4
KVUE icon
Kenvue
KVUE
+$22.5M
5
MSFT icon
Microsoft
MSFT
+$21.4M

Sector Composition

Rank Sector Weight
1 Technology 39.44%
2 Financials 13.49%
3 Communication Services 10.01%
4 Consumer Discretionary 8.55%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RKLB icon
626
Rocket Lab Corp
RKLB
$40.6B
$355K ﹤0.01%
+7,400
New +$336K
ZM icon
627
Zoom
ZM
$28.2B
$347K ﹤0.01%
4,200
– –
NTRA icon
628
Natera
NTRA
$38.3B
$338K ﹤0.01%
2,100
– –
SSNC icon
629
SS&C Technologies
SSNC
$18.1B
$337K ﹤0.01%
3,800
– –
PGRE
630
DELISTED
Paramount Group
PGRE
$337K ﹤0.01%
51,500
– –
AFRM icon
631
Affirm
AFRM
$23.9B
$336K ﹤0.01%
+4,600
New +$350K
VRE
632
DELISTED
Veris Residential
VRE
$336K ﹤0.01%
22,100
– –
PAAS icon
633
Pan American Silver
PAAS
$18.2B
$334K ﹤0.01%
6,200
– –
EMA
634
Emera Inc
EMA
$16.5B
$334K ﹤0.01%
5,000
– –
HEI.A icon
635
HEICO Corp Class A
HEI.A
$36B
$330K ﹤0.01%
1,300
– –
PINS icon
636
Pinterest
PINS
$13.4B
$325K ﹤0.01%
10,100
– –
PDM
637
Piedmont Realty Trust
PDM
$1.21B
$311K ﹤0.01%
34,500
– –
UMH
638
UMH Properties
UMH
$1.29B
$307K ﹤0.01%
20,700
– –
RLJ icon
639
RLJ Lodging Trust
RLJ
$1.86B
$307K ﹤0.01%
42,617
– –
AIV
640
Aimco
AIV
$387M
$306K ﹤0.01%
38,578
-1,200
-3% -$9.75K
ESRT icon
641
Empire State Realty Trust
ESRT
$872M
$305K ﹤0.01%
39,800
– –
MGA icon
642
Magna International
MGA
$18.7B
$303K ﹤0.01%
4,600
– –
ACM icon
643
Aecom
ACM
$9.3B
$300K ﹤0.01%
2,300
– –
TOST icon
644
Toast
TOST
$18.7B
$299K ﹤0.01%
8,200
– –
UTHR icon
645
United Therapeutics
UTHR
$25.8B
$293K ﹤0.01%
700
– –
RCI icon
646
Rogers Communications
RCI
$18.3B
$292K ﹤0.01%
6,100
– –
CSR
647
Centerspace
CSR
$921M
$281K ﹤0.01%
4,770
– –
DKNG icon
648
DraftKings
DKNG
$11.6B
$281K ﹤0.01%
7,500
– –
BURL icon
649
Burlington
BURL
$23.2B
$280K ﹤0.01%
1,100
– –
AAT
650
American Assets Trust
AAT
$1.45B
$278K ﹤0.01%
13,700
– –
24 25
26
27 28

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NMO
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EH
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UniSuper Management's Q3 2025 Portfolio in Review

As of Q3 2025, UniSuper Management held 692 positions worth $16.3B, up 9.5% from $14.9B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.3%. UniSuper Management opened 7 new positions and exited 16, leaving the 692-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 39% a quarter earlier, followed by Financials and Communication Services.

  • UniSuper Management's largest Q3 2025 buy was SoFi Technologies: 19,000 shares worth $502K.
  • UniSuper Management added most to GE Vernova in Q3 2025, an estimated $34.9M increase.
  • UniSuper Management's biggest Q3 2025 reduction was JPMorgan Chase, cutting an estimated $57.7M.
  • UniSuper Management fully exited Juniper Networks in Q3 2025, selling an estimated $14.4M.
  • UniSuper Management's ten largest holdings make up 42% of its $16.3B portfolio in Q3 2025.
  • UniSuper Management opened 7 new positions and closed 16 in Q3 2025.
  • UniSuper Management's portfolio value rose 9.5% quarter-over-quarter to $16.3B.

Based on UniSuper Management's 13F filing for Q3 2025, filed 31 Oct 2025.